FPA is pleased to provide its members with product and service providers that offer the advantage of discounted rates on a variety of services and supplies.
These affinity partnerships have been developed to enhance FPA members’ business success and increase the bottom line.
Each of our partnering companies within the FPA Member Advantage program have been carefully reviewed, selected and promoted to ensure they meet the standards of quality and value for our members.
New! InFRE® Retirement Resource Center (IRRC)
Retirement planning is an integral part of financial planning and, as such, FPA has formed a strategic alliance with the International Foundation for Retirement Education (InFRE®) and the InFRE® Retirement Resource Center. The purpose of this alliance is to provide FPA members, many of whom are already Certified Financial Planner professionals, with discounted access to educational offerings that allow planners to further study the growing complexities of retirement planning, income and design.
Bank of America
Get the Financial Planning Association Platinum Plus® MasterCard® Credit Card with WorldPoints® Rewards. Earn rewards with every purchase and enjoy world-class service and preferred interest rates.
Markel Cambridge Alliance
The E&O program provided through Markel Cambridge Alliance for Registered Investment Advisers (RIA) and independent Investment Advisery Representatives (IAR) offers stability, quality of coverage and excellent customer service at a discount to FPA members. Markel Cambridge Alliance has been a long-term partner with FPA and has provided this coverage since 1988.
The College for Financial Planning
As a member of FPA, you have access to discounts on superior educational programs, one of which is through The College for Financial Planning.
The Dalton Review
Dalton Education provides FPA members significant discounts on their CFP® review programs. The Dalton Review® for the CFP® Certification Examination is the leading review provider in the country, with pass rates consistently 70-80 percent on the exam.
FPA and FedEx are working together to bring you special FedEx discounts. Save up to 21 percent on select FedEx® shipping services and up to 15 percent on select FedEx Office services — no enrollment fees.
Save up to eight percent off GEICO’s already low rates with this new member benefit. Take advantage of your free rate quote today.
LifeLock Identity Theft Protection Program
Every three seconds another identity is stolen. Protect your identity with LifeLock, the leader in identity theft protection. Get 30 days free and 10 percent off.
Created by advisers, for advisers, this award-winning Web-based system helps advisers build fully customized Investment Policy Statements (IPS) quickly and easily and is available through FPA’s Member Advantage program. Current FPA members can take advantage of a discounted rate on their first year’s subscription when you sign up athttp://www.ipsadvisorpro.com/.
As a member of FPA, you have access to discounts on superior educational programs, one of which is through Kaplan College.
The new FPA group disability plan is 50 percent less expensive than individual policies with similar features and is available exclusively to FPA members. An up to $6,000 per month tax-free benefit is available payable to age 65. The application process takes less than five minutes.
SmartXpress Office Supplies
Forty thousand business products with discounts of up to 70%. SmartXpress is the Smart alternative to shopping retail. Orders over $50 ship same day with free next-day delivery from 31 distribution centers. New customers receive an additional 25 percent off their first order of $100 or more.
As a member of FPA, you can receive the +studentaid.com College Cost & Planning Report™ for a special discounted price. The College Cost & Planning Report™ can strengthen your financial planning client relationships by helping them to make well-informed, affordable college choice decisions.
Explore the world at discount prices and receive an exclusive FPA member discount at the FPA Member Advantage Vacation Center.
Save time and money at the FPA Member Advantage Wireless Center. Compare and purchase plans and phones from all major carriers and brands.
Want to Partner?
For more information on how to partner with FPA, please contact Sandy Januchowski at 800.322.4237, ext. 7116.
The discounts offered by the FPA Member Advantage program are additional benefits of FPA membership. FPA does not necessarily endorse or guarantee the quality or applicability of the products and/or services of its affinity partners. Users of these products and/or services do so at their sole discretion and FPA assumes no responsibility for them.